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Documentation Index

Fetch the complete documentation index at: https://docs.bhealthpractice.com/llms.txt

Use this file to discover all available pages before exploring further.

The protocol builder is where you construct a supplement plan for a client. You browse the product catalogue, add items to the protocol cart, set dosage instructions, and then save — at which point the protocol is created and ready to share. If you navigate away mid-build, the workspace remembers your unsaved work and offers to resume it next time.
1

Open the builder

Go to Practice > Protocols and click New Protocol in the top-right corner to open the protocol workspace.If you return to the builder with unsaved work already in progress, a dialog will ask whether you want to Resume where you left off or Start Fresh.
2

Name the protocol

The protocol title appears at the top of the builder. Click the title text to edit it inline. Press Enter or click away to confirm. The title is required before you can save.Choose a name that is meaningful to both you and your client — for example, “Gut Reset Protocol” or “Winter Immune Support”.
3

Assign a client

Click Select Client in the top bar. A search popover opens — type the client’s name or email to filter the list and click the client to assign them.The assigned client determines which storefront link is generated when you share the protocol.
A protocol cannot be saved without an assigned client. If the client you need does not appear, add them under Practice > Clients first.
4

Enable the client discount (optional)

Once a client is assigned, a discount toggle appears in the top bar. Enabling it applies a 10% discount to the client’s checkout price for this protocol. Your commission is calculated on the discounted amount.
5

Browse and add products

The main panel is the product browser. Use the search bar and filters to find products, then click a product to add it to the protocol cart. The Cart button in the top bar shows how many items you have added.To apply a pre-built product set instead of browsing from scratch, see Using Protocol Templates.
6

Review the cart

Click the Cart button to open the cart panel on the right. From here you can:
  • Adjust the quantity of each item using the + and − controls.
  • Open the Dosage & Instructions editor for an item to set the dose form, amount per dose, frequency, reorder cadence, and any notes for the client.
  • Remove an item using the trash icon.
  • See the retail total, the client discount (if enabled), what the client pays, and your estimated commission.
If an item’s quantity does not cover the intended protocol duration, the cart will flag a shortfall and suggest a corrected quantity.
If a product shows as out of stock, you will see an amber warning on the cart card. You can swap it for an available alternative or leave it in case stock returns.
7

Save the protocol

Click Create & Close in the cart to save the protocol and navigate to the protocol detail page.If you are editing an existing protocol, the button reads Save & Close. You can also use the Save button in the top bar to save and stay in the builder.
Closing the browser tab or navigating away without saving will trigger a warning. The builder retains your unsaved draft until you either resume or discard it — but refreshing while that warning is dismissed may lose your work.

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Saving as a template

While in the cart, you can click Save Template to save the current product set as a reusable template. This is useful when you prescribe the same core products across many clients. Templates save the products and quantities — client assignment and dosage are set fresh each time you use the template. See Using Protocol Templates for more.